believes that they should educate investors about the industry. he rates the stock as a buy. also, this is interesting. today we had bush's rame ramel dionicio had an outperform, and then slashed the price, citing the recent sell-off. >> herb, if the company -- michael johnson has been very, very vocal in terms of getting right to the tv and defends his position. if they do not use the analyst meeting as an opportunity to provide a full rebuttal and simply use it as an educational opportunity, i don't think that will go too well. >> i don't think so, either. he talked about shredding, he used that word, shredding the presentation at his presentation. i think people want to see a point-by-point rebuttal, want to see him come out swinging. anything short of that, remember, this is theirs to lose based on the presentation. >> i have to ask you about this video, sort of making its rounds yesterday. it's an interview between mr. johnson, the ceo, and madeline albrec albrecht. this is a strange thing, it's a seven-plus minute video and she says, well i'm a fan of the products, blah blah